KoreInside Blogs

February 23, 2024

Capital Planning in Healthcare: valuation overview

For industry leaders and entrepreneurs charting the course of their company’s future, understanding the financial aspects of business valuations and fundraising is a strategic asset.  In this article written by Stephen Brock, CEO of Medical Funding Professionals you’ll gain rich insights on these and other important topics in this area, including an overview on valuation […]

February 21, 2024

What is Entity Management?

In today’s fast-paced business environment, private companies face a myriad of challenges as they scale and seek capital. A crucial, yet often overlooked aspect of their growth trajectory is effective entity management. This blog post covers the essence of entity management and distinguishes between cap table management and equity management, highlighting the significance of each […]

February 16, 2024

Digital Asset Ecosystem: Ultimate Guide

Overview of the Digital Assets Ecosystem In an era where digital assets are redefining the boundaries of technology and finance, understanding the complex landscape of the digital assets ecosystem becomes paramount for companies aiming to leverage these innovations.  We will dive into the critical importance of aligning with a compliant and trusted digital assets ecosystem, […]

February 14, 2024

Charter of Trust

Trust, Commitment, and Code of Conduct This is the Trust Charter describing our commitment to Trust and the Code of Conduct of the Kore group of companies that includes KoreConx, KoreTransfer, and KoreChain. We believe that TRUST is the cornerstone of any successful business relationship. Our co-founders build this into the DNA of our company.  […]

February 12, 2024

Payment Rails: Cannabis Raising Capital – Navigating the Complex Landscape

In the evolving landscape of the cannabis industry, securing capital through online platforms presents unique challenges, particularly in the realm of payment processing. We explore the intricacies of payment rails for cannabis companies engaging in capital-raising activities under the JOBS Act Regulations (RegCF, RegD, RegA+). Through anecdotes and analysis, we delve into the reasons behind […]

February 9, 2024

Capital Raising Process: 4 Steps to Start Funding Now

In the dynamic world of private capital markets, raising capital is both an art and a science. We will demystify the capital raising process for private companies, outlining a four-step approach that harmonizes regulatory compliance, technology utilization, and strategic storytelling to attract and engage investors. From navigating the regulatory landscape to leveraging technology for efficient […]

February 7, 2024

The Broker-Dealer’s Guide to Due Diligence process

In the realm of private capital markets, due diligence is not just a procedure but a pledge—a commitment to uphold integrity, trust, and compliance.  This guide serves as a beacon for Chief Compliance Officers (CCOs) and their compliance teams, guiding them through the complexities of due diligence process in private company capital raises. From leveraging […]

February 5, 2024

2024 Funding Guide: Top 7 Loan Alternatives for Startups

Loan Alternatives for Startups Getting money to start a business is a critical issue that entrepreneurs have to deal. Sometimes the landscape seems so uncertain that a lot of them think of paying astronomical taxes to get the capital and get the idea off the drawing board. But beyond traditional bank loans, there are a […]

February 2, 2024

What is a Broker-Dealer?

We are diving into the world of FINRA Broker-Dealers – a crucial component in maintaining the integrity and trustworthiness of the private capital markets. We’ll explore their role, significance, and the technology that powers them, providing an overview of the challenges they face and their importance in safeguarding investors, companies, and intermediaries.  We’ll also offer […]

January 31, 2024

Protecting shareholder rights: Can transfer agents save democracy?

In today’s article, we’ll talk about the key role of transfer agents in protecting shareholder rights and corporate governance. Especially when it comes to potential threats from powerful actors like oligarchs or governments. Introduction A long time ago in what seems like a different universe, I was working on an IPO for a company that […]

January 29, 2024

How to choose the right trusted cap table provider

In the dynamic landscape of private companies, managing and maintaining an accurate and reliable capitalization table (Cap Table) is paramount. A Cap Table is a detailed ledger that outlines the ownership structure of a company, showcasing the distribution of equity among shareholders. As private companies grow and undergo various funding rounds, mergers, and acquisitions, having […]

January 26, 2024

Reg S vs online offerings: key issues

In the complex sphere of securities, the SEC’s Regulation S holds significant importance, but it is frequently misunderstood by many in the industry. Therefore, having a clear understanding about its role is essential for to be well-informed and avoid misconceptions.   Introduction We often hear suggestions that a Reg S offering be added to an […]

January 24, 2024

Canada 45-106 Reporting Obligations

Raising capital as a company can be an exciting step, but understanding some particularities of the area is not always so easy. One crucial aspect is understanding prospectus requirements, detailed legal documents outlining a security offering. Regulation 45-106, a game-changer for Canadian companies by offering “exemptions” from this requirement, but it’s not a free pass, […]

January 22, 2024

RegS SEC Reporting Obligations

Regulation S (RegS) is a Securities and Exchange Commission (SEC) regulation that provides a safe harbor from the registration requirements under the Securities Act of 1933 for certain offerings and sales of securities outside the United States. Regulation S applies to offerings that are conducted entirely outside of the United States, targeting non-U.S. persons. Under […]

January 19, 2024

What are blue sky laws and why are they important?

When it comes to investments, people like a clear sky rather than clouds of uncertainty. That’s where the Blue Sky Laws come in – a set of state regulations and rules to maintain a clear and safe financial atmosphere. From registration requirements to anti-fraud measures, these laws have a big impact on investor protection. Keep […]

January 16, 2024

What do I need for a Reg A+ Offering to be successful?

A successful Regulation A+ (Reg A+) offering requires careful planning and execution. Understanding the key components needed for a successful RegA+ offering is crucial for companies seeking to raise capital. The comprehension of these components and how to utilize them effectively is a game changer.  This way, the future issuer can significantly increase its chances of […]

January 12, 2024

Raising capital for startups: 3 red flags for not being tricked

Can a startup pay a transaction-based fee for capital raising assistance? This is a very common question. For the most part, the answer is a clear “no,” but why is that?  The short answer is that—except under certain limited circumstances—it is illegal. Regulatory protections provide investors with the right to their money back with interest […]

January 10, 2024

RegD SEC Reporting Obligations

RegD SEC reporting obligations is a theme that causes a lot of doubts, even concerns, among people who are thinking about raising capital. The compliance details required by Securities and Exchange Commission (SEC) have a lot of particularities, which demands attention of all potential issuers. Regulation D (Reg D) offerings are exempt from the full […]

January 5, 2024

Reg A+ SEC Reporting Obligations (part 2)

Introduction Welcome back to our RegA+ reporting journey! In the first part we decoded SEC reporting obligations, highlighting Tier 1 and Tier 2 offerings. We also broach crucial forms and compliance essentials. If you didn’t read, click here and learn all about the beginning of this special content that envelops Reg A+ compliance. What to […]

January 3, 2024

Reg A+ SEC Reporting Obligations (part 1)

Regulation A+ offers great fundraising chances for companies, but understanding SEC reporting obligations might be confusing sometimes. This guide highlights the key forms, deadlines, and compliance measures associated with Tier 1 and Tier 2 offerings. Essential info to empower you to navigate the landscape of SEC reporting obligations for Reg A+ with more clarity. No […]